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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,360 | $49,891-63.2% | $80,607-77.2% | $75,181-75.6% |
| Participation rate | 35.4% | 55.3%-20.0pp | 67.0%-31.6pp | 67.2%-31.8pp |
| Annual return | 14.40% | 34.67%-20.3pp | 936.11%-921.7pp | 160.69%-146.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,753 | $2,991-41.4% | $4,448-60.6% | $4,126-57.5% |
| Admin fee / account holder | $1,126 | $3,578-68.5% | $5,379-79.1% | $5,650-80.1% |